John Hancock Personal Financial Services, LLC

John Hancock Personal Financial Services, LLC (CRD# 174433) is a financial advisory firm headquartered in Boston, MA. They manage $2,172,656,902 in 23,843 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
200 Berkeley Street, Boston, MA 02116
https://www.facebook.com/investwithcoin/
By the Numbers
  • Total Assets Under Management
    2,173
    MILLION
  • Total Number of Accounts
    23,843
    ACCOUNTS
  • Average Account Value
    $91,123
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at John Hancock Personal Financial Services, LLC
Showing 1 - 10 of 68 top financial advisors.
1
Pee-khun Andrews, financial advisor Amelia VA
Pee-khun Andrews
CRD#: 4909963
Amelia, VA

Pee-khun Andrews (CRD# 4909963) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Amelia, VA and has over 11 years of experience in the finance industry.

2
Robert Bailow, financial advisor Boston MA
Robert E. Bailow
CRD#: 2331108
200 Berkeley Street, Boston, MA 02116

Robert Bailow (CRD# 2331108) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 28 years of experience in the finance industry.

3
Matthew Beebe, financial advisor Scottsdale AZ
Matthew R. Beebe
CRD#: 6704984
Scottsdale, AZ

Matthew Beebe (CRD# 6704984) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

4
Steven Benzing, financial advisor Boston MA
Steven M. Benzing
CRD#: 4635430
200 Berkeley Street, Boston, MA 02116

Steven Benzing (CRD# 4635430) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 19 years of experience in the finance industry.

5
Patricia Blackwell, financial advisor Boston MA
Patricia F. Blackwell
CRD#: 5474208
200 Berkeley Street, Boston, MA 02116

Patricia Blackwell (CRD# 5474208) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 14 years of experience in the finance industry.

6
Gregory Brogan, financial advisor Boston MA
Gregory D. Brogan
CRD#: 6694296
200 Berkeley Street, Boston, MA 02116

Gregory Brogan (CRD# 6694296) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 5 years of experience in the finance industry.

7
Stephen Campagnone, financial advisor Boston MA
Stephen J. Campagnone
CRD#: 6542051
200 Berkeley Street, Boston, MA 02116

Stephen Campagnone (CRD# 6542051) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 5 years of experience in the finance industry.

8
Daniel Carlson, financial advisor Boston MA
Daniel W. Carlson
CRD#: 1990240
200 Berkeley Street, Boston, MA 02116

Daniel Carlson (CRD# 1990240) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 11 years of experience in the finance industry.

9
Lauren Carlson, financial advisor Boston MA
Lauren M. Carlson
CRD#: 6715510
200 Berkeley Street, Boston, MA 02116

Lauren Carlson (CRD# 6715510) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 5 years of experience in the finance industry.

10
Zachary Ciampa, financial advisor Boston MA
Zachary J. Ciampa
CRD#: 6553734
200 Berkeley Street, Boston, MA 02116

Zachary Ciampa (CRD# 6553734) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 6 years of experience in the finance industry. Zachary Ciampa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals